About
Stats
-Finance Industry knowledge
-Self starter and highley motivated
-Rock Climber
-BJJ practioner
-Good listener
-Excellent googler
2+
Years of
programming experience
15,000+
Emails replied
to promptly
My Skills
Career
2023+
Financial Analyst - Boeing
-Analyze data and quantify cost risk and opportunities
-Peform weekly and monthly actual updates to various progams
2022 - 2022
Department Generalist - Edward Jones Investments
-Maintained all reject training documentation for the team, as well as annual and quarterly
risk
assessments, and migration of documentation to cloud services.
-Proposed a new reject team to various Department/Team Managers, saving FTEs, overlap and
providing a better branch experience.
-Onboarded new associates for other teams within the department, adjusted this curriculum to
the
learning style of the associate.
2020 - 2022
Team Generalist - Edward Jones Investments
-Coached associates and gathered feedback on various mutual fund trades functions, using
that
feedback to update training material and discard stale information.
-Supervised training of new hires including teaching core trade reject skills and system
knowledge.
-Supported a firm prospectus language project, helped provide ROA knowledge to create a
standard
protocol for all fund companies.
2017 - 2020
Operations Specialist II - Edward Jones Investments
-Collaborated with Stakeholders to improve ROA and branch trading processes to ensure a
better
branch experience.
-Participated in Edward Jones Trust Company wide project to convert client mutual fund
positions
to institutional class shares.
-Created multiple new macros in excel to speed up processing time of daily tasks, minimizing
human error.
Education & Credentials
May 2017
Bachelor of Science, Economics
Arizona State University.
March 2018
Series 7 General Securities License
Financial Industry Regulatory Authority
June 2019
Lean Sigma Six Yellow Belt
Edward Jones Investments
May 2017
Bachelor of Science, Economics
Arizona State University.
March 2018
Series 7 General Securities License
Financial Industry Regulatory Authority
June 2019
Lean Sigma Six Yellow Belt
Edward Jones Investments
My Portfolio
Contact MeContact
Send me a message
Arizona, United States
sambarnett34@gmail.com
English